• Bernard

Tableau tips: Set actions - Proportional brushing

Updated: Jul 20


In the previous article on proportional brushing, we explored on how to use Level of details (LOD) expressions to enable use of a dimension field to highlight proportion of dimension fields’ member on another chart.

Helpful: Using LOD to enable proportion brushing

In today’s article, we will take a different approach for the same results. We’ll be using the newly introduced feature in Tableau 2018.3 called set action.

Helpful: Learn requirements for creating a set action

Once connected to the Superstores data sets.

Step 1: Create view of Sales by Region

  • Drag dimension field Region to the rows shelf

  • Drag measure field Sales to the columns shelf

Step 2: Create a set using dimension Region

Step 3: Create view of Sales by Sub-Category

  • Drag dimension field Sub-Category to the rows shelf

  • Drag Measure field Sales to the columns shelf

  • Drag the set created above - Region set - to the color shelf

  • Add dimension field Region to the details shelf

Step 4: Create a dashboard containing the two views above

Step 5: Add a set action

Under the dashboard menu >> select >>Actions….

Under Add Action choose >> Change Set Values…

Under Add Set Action menu

  • Select Source sheetSheet 1 for my case – Region view

  • Run action – Action runs on hovering

  • Data sourceSample Superstore

  • Target setRegion set

  • Behavior on clearing selection – Keep set values

Executing this we’ve

You will agree with me that this view doesn’t differ in any case from the results of the previous article. I hope it was helpful to you.

To receive more of the Tableau tips and tricks, kindly join our mailing list by subscribing below.

Thank you for reading.

#setactions